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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Nine_USA who wrote (25146)	12/8/1999 11:52:00 PM
From: Alan Bershtein	Read Replies (1) \| Respond to of 29386

Bravo Ed. Great reporting. You are a tough act to follow. After reviewing my notes, I will add a few bullets to fill in some blanks: Steve Snyder said during his part of the presentation that 4q99 revenue will be mostly SAN revenue. There will be some non-SAN revenue. (My thoughts: After no 3q99 non-SAN revenue, I had not counted on 4Q non-SAN rev. This was a nice surprise. I certainly do not want to raise expectations on total 4Q revenue, but I thought that some non-SAN revenue was worth noting.) In response to a question about "What's in it for INTC", Ken stated very simply that INTC's goal is to get Infiniband to market as fast as possible. As Sparqy said on Yahoo, INTC is paying for ANCR's expertise. It's that simple. * Ken said there were plans for a 2 gig switch next year. * I got to speak with Roger Cox, the lunchtime Dataquest speaker while waiting in the taxi line outside the hotel. (Fortunately, it was a long line...NYC just does not have enough cabs<g>). Roger was headed to the airport to catch a flight back home to San Jose. We talked about how switches are the sweet spot of the FC SAN market. I asked him about BRCD's claim of 80% marketshare and if that number was perhaps misleading. Roger got defensive about the number and thought BRCD's claim was fair. I asked him how that number will look once SUNW starts to ship. SUNW said during their presentation that they have 56.3% of the SAN market. Roger said the 56.3% number was BS. He said SUNW hooks up a server to a hub and calls it a SAN. Roger also told me he helped Dean with much of the 130+ page "Understanding Computer Storage" book that SSB gave to all conference participants. Call me paraniod, but consider this circumstancial evidence: 1. SSB elected to cover BRCD, not ANCR. 2. Cox of Dataquest helps SSB to understand the space and prepare the materials for the conf. 3. Cox defends BRCD's silly 80% number and calls SUNW's 56.3% number BS. 4. Cox is headed home to San Jose. San Jose is also BRCD's hometown. 5. Since Dataquest is an independent research firm, I asked Cox if he is prohibited from investing in individual companies. His answer was less than satisfactory. My conclusion: Perhaps Dataquest is not as independent as they should be. It appears that ANCR has no friends in San Jose. Somebody please critique my reasoning; for I do not feel comfortable making these inferences.